HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$1.53M
3
+$753K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$477K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$344K

Top Sells

1
+$1.89M
2
+$828K
3
+$595K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$468K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$379K

Sector Composition

1 Healthcare 5%
2 Financials 4.25%
3 Technology 3.56%
4 Energy 3.01%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
+106
502
$4K ﹤0.01%
125
503
$4K ﹤0.01%
200
-100
504
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143
505
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60
506
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210
+5
507
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50
508
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400
509
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101
510
$3K ﹤0.01%
50
511
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94
512
$3K ﹤0.01%
+67
513
$3K ﹤0.01%
30
514
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74
515
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205
516
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150
517
$3K ﹤0.01%
+50
518
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27
519
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196
520
$3K ﹤0.01%
+200
521
$3K ﹤0.01%
36
522
$3K ﹤0.01%
43
523
$3K ﹤0.01%
145
524
$3K ﹤0.01%
23
525
$3K ﹤0.01%
84
19 20
21
22 23